Legal operating system

Maggie is the operating system for law firms and notaries — the command center for clients, matters, documents, revenue, and AI.

It replaces the patchwork of disconnected tools with one environment where partners, associates, and operations teams actually work. Document intelligence, matter financials, compliance modules, automations, and a client portal are wired together so the firm moves as one — while attorneys remain accountable for strategy and judgment.

Explore the full platform

Private AI · Multi-language teams · Deploy on infrastructure you control · Client portal included

See the interface

From matter to form, without losing the thread

This preview mirrors production: sidebar navigation, KPIs, documents, the AI assistant, and forms — looping so you can picture a real day in the firm.

  • One system of record for clients, matters, and institutional knowledge.
  • Staff workspace plus a branded client portal — not two disconnected products.
  • AI grounded in your files and policies — not generic web chat.

Designed for real firms

Credibility without theater

Verifiable product facts — plus anonymized feedback we hear from teams modernizing operations.

4
Languages in the staff & portal UI
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Surfaces: internal workspace + client portal
1
Shared data model across every module

Practice profiles Maggie is built for

Immigration & USCIS workflowsHigh-volume civil deadlinesNotarial & compliance-heavy filesOperations + finance in the same stack

We stopped treating email as the filing cabinet. Clients see status in the portal; we see the same matter on our side.

Managing partner, U.S. firm (name withheld)

The win was not 'more AI' — it was one place for conflicts, discovery, billing, and documents.

Director of operations, mid-size practice (name withheld)

Same platform, different practices

Pick a profile to see how teams map Maggie to their day-to-day.

Platform

Everything your firm actually runs

These mirror the real product: the same areas you see in the sidebar — operations, legal work, revenue, and compliance — connected by one database and one assistant.

01

One operating layer

Dashboard, clients, matters, and documents live together. Stop stitching spreadsheets, inboxes, and siloed apps to learn what is still open.

02

Documents that work for you

Upload, organize, and retrieve files with AI that reads context from your practice — not passive cloud storage.

03

Forms, PDFs, and USCIS workflows

Generate and populate legal forms from structured data, prep packets, and remove repetitive typing while you keep review and sign-off.

04

Calendar, tasks, and deadlines

Hearings, follow-ups, and firm tasks stay visible with alerts so work does not fall between systems.

05

Billing, invoices, and payments

Invoices, retainers, and client payments stay tied to matters — fewer end-of-month reconciliation surprises.

06

Built-in legal operations

Conflict checks, discovery tracking, precedent libraries, physical file control, and analytics — the ops surface serious firms expect.

07

An assistant that knows your matters

Ask in plain language about clients, cases, and documents. Answers draw from your tenant data; the lawyer stays in charge.

08

A modern client experience

The client portal offers secure access to case updates, documents, messages, and payments — professional and multilingual-ready.

From intake to paid invoice

Maggie follows how elite practices move work — not how a generic CRM wants you to sell.

  1. Intake & screening

    Capture the client, run conflict checks, and open the matter with templates and tasks ready.

  2. Run the file

    Calendar, tasks, discovery, precedents, and every document stay on one timeline.

  3. Draft with guardrails

    AI reads your files and proposes forms or packets; attorneys remain in the approval loop.

  4. Bill, sign, deliver

    Invoices, online payments, e-signature flows, and portal updates close the loop with the client.

Intelligence across every workflow

Maggie is not a chatbot taped to a spreadsheet. AI is embedded where work happens: documents, matters, billing, and client communications.

01

Institutional memory, on demand

The assistant reasons over your clients, matters, tasks, and uploads. Ask for status, risks, or next steps — answers cite your data, not the public internet.

02

Automation with accountability

Draft forms, extract fields, and prep filings faster, then route everything through lawyer review. Speed without surrendering professional responsibility.

03

One stack, zero theater

Replace a dozen subscriptions with a single operating layer. Operations sees reports, lawyers see deadlines, clients see a portal — all synchronized.

Client portal

Clients deserve more than inbox roulette

The dedicated portal gives people a secure place to follow their matter, exchange documents, and pay — aligned with how your firm already works.

  • Matter status and document requests without digging through endless email threads.
  • Pay invoices and complete signatures when your integrations are enabled.
  • Messages stay tied to the file your team already sees internally.

Beyond contact lists

This is not "just a CRM."

CRMs log names. Maggie runs legal operations: documents, billing, deadlines, compliance tooling, client service, and contextual AI on top of your own knowledge.

  • Practice-wide memory: every module reinforces the same timeline, audit trail, and AI context.
  • End-to-end workflows: fewer exports, fewer "source of truth" fights, fewer Friday-night reconciliations.
  • AI aligned with your policies: keep assistants inside your perimeter instead of leaking matters to public chatbots.

Questions teams ask before adopting

Straight answers — no buzzwords.

Want a guided walkthrough?

Tell us about your firm and we will show how Maggie maps to your workflows.